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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,003 | $83,337-88.0% | $67,834-85.3% | $273,972-96.3% |
| Participation rate | 68.2% | 76.4%-8.3pp | 68.8%-0.6pp | 83.0%-14.8pp |
| Annual return | 17.82% | 259.45%-241.6pp | 138.47%-120.7pp | 41.46%-23.6pp |
| Employer contribution / active EE | $1,882 | $3,287-42.8% | $2,403-21.7% | $4,869-61.3% |
| Participant deferral / active EE | $3,341 | $4,088-18.3% | $3,160+5.7% | $5,287-36.8% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |